Old Oak Advisors, LLC
Old Oak Advisors, LLC (CRD# 159893) is a financial advisory firm headquartered in Vestavia Hills, AL. They manage $1,723,954 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$86,198
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Jeffrey Florio (CRD# 6012087) is an Investment Advisor Representative working at Old Oak Advisors, LLC in Vestavia Hills, AL and has over 6 years of experience in the finance industry.